Oppenheimer & Co’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $633K | Buy |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $628K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $534K | Buy |
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|
2018
Q2 | $428K | Buy |
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|
2018
Q1 | $362K | Buy |
|
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|
2017
Q4 | $412K | Sell |
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|
2017
Q3 | $439K | Sell |
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|
2017
Q2 | $463K | Buy |
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|
2017
Q1 | $457K | Buy |
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|
2016
Q4 | $398K | Sell |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $393K | Sell |
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|
2016
Q1 | $406K | Sell |
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|
2015
Q4 | $359K | Buy |
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|
2015
Q3 | $219K | Buy |
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|
2015
Q2 | $197K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $210K | Sell |
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|
2014
Q3 | $238K | Sell |
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|
2014
Q2 | $428K | Buy |
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|
2014
Q1 | $201K | Hold |
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|
2013
Q4 | $226K | Sell |
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|
2013
Q3 | $312K | Sell |
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|
2013
Q2 | $1.18M | Buy |
|